Williams Jones Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Hold |
9,816
| – | – | 0.01% | 286 |
|
|
2025
Q1 | $752K | Sell |
9,816
-6,050
| -38% | -$463K | 0.01% | 278 |
|
|
2024
Q4 | $1.19M | Sell |
15,866
-3,314
| -17% | -$248K | 0.01% | 237 |
|
|
2024
Q3 | $1.5M | Hold |
19,180
| – | – | 0.02% | 220 |
|
|
2024
Q2 | $1.44M | Sell |
19,180
-86
| -0.4% | -$6.44K | 0.02% | 224 |
|
|
2024
Q1 | $1.45M | Sell |
19,266
-28
| -0.1% | -$2.11K | 0.02% | 225 |
|
|
2023
Q4 | $1.47M | Sell |
19,294
-20,970
| -52% | -$1.6M | 0.02% | 223 |
|
|
2023
Q3 | $2.91M | Buy |
+40,264
| New | +$2.91M | 0.04% | 157 |
|